Sustainable Future AIM Inheritance Tax Portfolio Service


Portfolio Objectives

To provide an investor with a diversified portfolio of Business Relief qualifying AIM-listed shares which after two years, and if held at death, are expected to achieve 100% relief from Inheritance Tax.

To make a positive impact on the most pressing social and environmental issues by investing in companies who contribute to at least one of our four sustainable themes.

To help investors to leave a lasting legacy, for both their beneficiaries and for future generations.

Key Information (April 2024)


Only available to investors through their Financial Adviser, on third-party platforms

Platform service launched

31st March 2022

Number of holdings

We aim to hold around 40 stocks. The portfolio currently has 37.

Investment Team

Matt Strachan

Ciaran Garvey

Catherine Jackson

Annual Management Charge

1% (VAT Exempt)

Other charges

Platform Charges apply

Platform dealing charges where applicable

Minimum investment


Tax Wrapper availability

ISA (including ISA Transfer)



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